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Matthew R. Schultz, Ricp®, Aif® Email & Phone Number

Senior Wealth Manager - Partner at PlanGroup Financial, Inc.
Location: Edmond, Oklahoma, United States 8 work roles 2 schools
1 work email found @principal.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@principal.com
LinkedIn Profile matched
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Current company
Role
Senior Wealth Manager - Partner
Location
Edmond, Oklahoma, United States

Who is Matthew R. Schultz, Ricp®, Aif®? Overview

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Quick answer

Matthew R. Schultz, Ricp®, Aif® is listed as Senior Wealth Manager - Partner at PlanGroup Financial, Inc., based in Edmond, Oklahoma, United States. AeroLeads shows a work email signal at principal.com and a matched LinkedIn profile for Matthew R. Schultz, Ricp®, Aif®.

Matthew R. Schultz, Ricp®, Aif® previously worked as Senior Financial Representative/Principal Securities Registered Representative/Financial Advisor at Principal Financial Group and Young Professionals Chair at Grand Island Chamber Of Commerce. Matthew R. Schultz, Ricp®, Aif® holds Ba from Oklahoma City University.

Company email context

Email format at PlanGroup Financial, Inc.

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*@principal.com
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AeroLeads found 1 current-domain work email signal for Matthew R. Schultz, Ricp®, Aif®. Compare company email patterns before reaching out.

Profile bio

About Matthew R. Schultz, Ricp®, Aif®

You’re used to being prepared, and you know that planning and organization are the keys to success. You owe it to yourself and your family, then, to make sure all aspects of your financial life are in order. That’s where I come in. I can help you customize solutions to meet your goals, regardless of their size, scope, and no matter how close you are. Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Strong finance professional, skilled in Business Planning, Customer Service, and Financial Planning.Plan Group Financial, Independent Financial AdvisorInvestment Advisory Services offered through Plan Group Financial, LLCSecurities offered through Saxony Securities, Inc., Member FINRA/SIPC

Listed skills include Financial Planning, Financial Services, Long Term Care Insurance, Variable Annuities, and 44 others.

Current workplace

Matthew R. Schultz, Ricp®, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

PlanGroup Financial, Inc.
Plangroup Financial, Inc.
Senior Wealth Manager - Partner
AeroLeads page
8 roles

Matthew R. Schultz, Ricp®, Aif® work experience

A career timeline built from the work history available for this profile.

Senior Financial Representative/Principal Securities Registered Representative/Financial Advisor

Des Moines, Iowa, Us

May 2014 - Oct 2020

Young Professionals Chair

Grand Island Chamber Of Commerce
Jan 2013 - Dec 2013

Director Of Training And Development

Grand Island, Nebraska, Us

Collaborate with key division heads to support the operations of the over 100 locations, across 23 states, with 1300 employees. Key player in building buy in promoting the embracing of company direction. Decrease company turnover by clearly laying out expectations to our teammates. Increase levels of fun and comradely that improves company culture. Increase use and functionality of LMS. Build company intranet to improve communication and efficiency. Build comprehensive, multifaceted learning plans that use videos, text, and testing. Implemented manager training plans and continue to assess and reassess to grow the programs. Successfully launched new product line (Cinnabon). Organize, and facilitate 2 day annual leadership conference of corporate and all location managers. Other duties as assigned.

Apr 2012 - Nov 2013

Petroleum Landman

Self-Employed

Basic title searches, location of heirs, oil & gas leasing, document preparation, title review and abstract, title curative, imaging, and negotiations with attorney(s) and corporation(s). Majority of experience is in lease acquisition.

May 2011 - Apr 2013

Senior Educational Leadership Consultant

Carmel, Indiana, Us

Selected as 1 of 10 consultants from nearly 200 universities, and nearly 11,000 members to represent the International organization professionally. Traveled more than 65,000 miles to more than 30 states, meeting with university administrators, organization's representatives, and undergraduate members, overseeing the operations of more than 65 college/universities; resulting in more than 25 award winning chapters.Conducted more than 1500 personal interviews and worked with University Presidents, Chancellors, and Deans to develop proactive ways to improve operations of the undergraduate organizations.Facilitated more than 150 recruitment, programming, & leadership development seminars and discussions to more than 3,500 undergraduates on topics including leadership, scholarship, philanthropy and recruitment to groups up to 185.Launched expansion projects at 3 major universities, recruited and selected new members, developed and instituted the organization foundation for operations, worked with dozens of University Officials and prominent alumni.Planned, implemented, facilitated, and executed 5 regional conferences with nearly 145/per and 2 international conferences with more than 800/per attendees. Audited budgets of more than $750,000. Maintained databases of more than 280,000 records. Offered and declined a promotion to Associate Director of Chapter Services and Associate Director of Expansion.

May 2009 - Jun 2011

Manager, Sales, Technician

Managed a staff of 3-10 employees.Monitored inventories on a local and corporate level. Negotiated large-scale contracts with clientele.Managed a 5 State region

Jun 1995 - May 2008

Shop Manager

Comprehensive Design Solutions

Managed a staff of 3-6 employees charged with optimizing the companies inventories.Negotiated with clientele, some as big as $40,000 projects, Troubleshoot and adapt to the planned and unplanned tasks at hand.

May 2006 - Aug 2007
2 education records

Matthew R. Schultz, Ricp®, Aif® education

Ba

Oklahoma City University

High School Diploma

Grand Island Northwest High School
FAQ

Frequently asked questions about Matthew R. Schultz, Ricp®, Aif®

Quick answers generated from the profile data available on this page.

What company does Matthew R. Schultz, Ricp®, Aif® work for?

Matthew R. Schultz, Ricp®, Aif® works for PlanGroup Financial, Inc..

What is Matthew R. Schultz, Ricp®, Aif®'s role at PlanGroup Financial, Inc.?

Matthew R. Schultz, Ricp®, Aif® is listed as Senior Wealth Manager - Partner at PlanGroup Financial, Inc..

What is Matthew R. Schultz, Ricp®, Aif®'s email address?

AeroLeads has found 1 work email signal at @principal.com for Matthew R. Schultz, Ricp®, Aif® at PlanGroup Financial, Inc..

Where is Matthew R. Schultz, Ricp®, Aif® based?

Matthew R. Schultz, Ricp®, Aif® is based in Edmond, Oklahoma, United States while working with PlanGroup Financial, Inc..

What companies has Matthew R. Schultz, Ricp®, Aif® worked for?

Matthew R. Schultz, Ricp®, Aif® has worked for Plangroup Financial, Inc., Principal Financial Group, Grand Island Chamber Of Commerce, Bosselman Companies, and Self-Employed.

How can I contact Matthew R. Schultz, Ricp®, Aif®?

You can use AeroLeads to view verified contact signals for Matthew R. Schultz, Ricp®, Aif® at PlanGroup Financial, Inc., including work email, phone, and LinkedIn data when available.

What schools did Matthew R. Schultz, Ricp®, Aif® attend?

Matthew R. Schultz, Ricp®, Aif® holds Ba from Oklahoma City University.

What skills is Matthew R. Schultz, Ricp®, Aif® known for?

Matthew R. Schultz, Ricp®, Aif® is listed with skills including Financial Planning, Financial Services, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Mutual, Public Speaking, and Microsoft Office.

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